The recent reorganization of the Dish Networks corporate structure raised interest in Dish’s spectrum portfolio. Analysts sought to understand the value of this portfolio in potential asset divestment or as collateral for new debt (see here). In a our new Insight Note, we take a deep dive into the AWS band spectrum holdings of Dish. These holdings combine… Read More »
Bidding on the 600 MHz ‘incentive band’ stopped at $19.63 billion. The assignment phase now in progress to decide on specific allotments. Detailed results will be announced a few weeks after that concludes. Verizon, AT&T, T-Mobile, Dish and Comcast are among the bidders with Sprint a notable absentee. It will be a few short years before this new… Read More »
Auction 97 for the AWS-3 band made headline news as operators spent $44.9 billion on 65 MHz of spectrum – a huge sum of money. But what’s behind the headline story; what do the numbers tell? Here are some of observations:
It seems US wireless operators have crossed the bounds to the irrational in bidding on the AWS-3 spectrum. As I write this article, round 91 closed at over $43.74 billion for the 65 MHz of spectrum. That’s a gross average of $2.3/MHz PoP. To put this into perspective, the 90 MHz of AWS-1 spectrum in 2006 netted $13.7… Read More »
When the WCS band was first auctioned off in 1997, 30 MHz of spectrum in 2.3 GHz was sold for $14.8 million. At the time, it seems reasonable to pay that much for spectrum with stringent regulatory requirements on RF out of band emissions to protect the adjacent satellite DARS band (Digital Audio Radio Service). Now, the picture… Read More »